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Finance

NorthStar Wealth Partners

 

At NorthStar Wealth Partners, our main service is to provide you objective and comprehensive strategies for your financial needs. We strategically manage your planning to address present and future considerations and we demonstrate how planning today will affect your tomorrow.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance . Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 

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Partner Colorado Credit Union

 

Partner Colorado Credit Union (PCCU) is a member-owned, full-service financial institution providing financial needs from savings and checking accounts to loans and investments.

 

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Capital Review Group

 

At CRG, our only business is discovering, studying and applying the rules of play that can be applied with advantage to reduce costs and add profits. We are a national company with a presence in most states, where we work with professionals and their clients or directly with business owners/taxpayers.
CRG does not replace your current tax advisors — we work with them, adding depth to their value to you. Our experts have a long record of successful dialog with the Treasury Department and IRS that stems from our expertise in the area of energy efficiency, and from our extensive support to tax advisors and CPA’s in the cost segregation arena. We complement the expertise of your financial advisors with the necessary engineering, architectural, and legal professionals to take advantage of the intent of applicable legislation. We provide realistic approaches to tax reduction, tax credits and tax incentives.

 

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Financial Guidance Group, Inc.

 

Financial Guidance Group is an independent, fee-only advisory firm that offers objective wealth and investment management, free from industry and product affiliations. As fee-only advisors, we are committed to serving as your fiduciary wealth management team. This means you can count on us to always put your best interest first.

 

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Bank of Commerce Mortgage

 

Thousands of clients have relied on the professionals at Bank of Commerce Mortgage (BOCM) for real estate financing. Since 1994, we have funded tens of thousands of loans and are focused on delivering highly competitive financing with the utmost attention to personal service. We have built a strong reputation, serving the lending needs of individual homebuyers, real estate professionals and builders throughout the Western United States. From purchase to refinance, our staff offers expertise in every area of mortgage lending including FHA, VA, USDA, CalSTRS, Fannie Mae’s Home Path, jumbo and reverse mortgages. Our Loan Officers are dedicated to finding the right loan –at competitive interest rates, terms and costs to meet your unique needs. You can rely on BOCM to deliver financial solutions with integrity. With many offices to serve you, our mission is to identify our clients’ needs, manage the lending process and exceed expectations. We look forward to the opportunity to serve you.

 

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THiNKGREEN Global Advisors, Inc.

 
 

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Liquidnet, Inc.

 

Liquidnet is the premier institutional investment community, bringing together the world’s largest asset managers and public companies on a single network that directly connects traders, portfolio managers, analysts and corporate issuers.
By revolutionizing the flow of ideas, liquidity and capital we have changed an entire industry while enabling the key players in the institutional investment process to better capture and retain alpha.
It all comes from a relentless pursuit of the perfect market. It is why our Members have a competitive advantage. And it could only come from Liquidnet.

 

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New England Title and Escrow

 

New England Title & Escrow Services is a comprehensive title and escrow company, serving all of the New England states.
You can choose us with confidence, knowing that your closing will be handled by one of our licensed on-staff attorneys.

 

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Credit Union of the Rockies

 

Credit Union of the Rockies is a member-owned, not-for-profit financial institution that provides financial services to people who have a common bond through occupation, association or community.

 

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